Locate an Event Record

The event record contains information you can use to track the details and manage costs associated with these activities. To view these records, you can locate and open an event record in Aegis CRM.

Search for an Event Record

Click Events on the Navigation menu and then select Locate Event. On the Locate Event page, follow these steps:

1. Enter the Event ID or Event Name.
2. Select the Grouping to limit your search to specific categories. After selecting the grouping, you can select the Grouping Option from the list of available options.
3. Mark the Include Inactive checkbox to also search inactive event records.
4. Click Apply. To perform another search, click Clear and repeat the above steps.

When multiple records are found, you can sort the results by clicking on the column headings or click the link in the Event ID column to open the event record.